+11.2%
QCOM vs HON
+8.3%
+2.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.0% | +3.5% | +4.1% |
| 7D | +0.4% | +0.8% | -0.4% | +0.1% |
| 30D | -6.6% | +5.7% | -12.3% | -9.8% |
| 3M | +3.7% | -8.3% | +12.0% | +10.2% |
| 6M | -13.3% | -2.4% | -10.9% | -12.6% |
| YTD | -1.8% | +9.0% | -10.8% | -9.6% |
| 1Y | -2.5% | +9.2% | -11.7% | -10.4% |
| 3Y | +47.0% | +26.3% | +20.6% | +15.6% |
| All | +11.2% | +8.3% | +2.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling